Scheduled email reports

Any report you find yourself running every month can run itself. Scheduled reports are part of the reports module (enabled per organisation).

Create a schedule

1. Open Reports and set up the exact view you want — tab, date behaviour, department/team/leave-type filters. The schedule captures your current filter selection verbatim.
2. Click Email me this monthly (top-right).
3. Under New monthly schedule, tick the recipients — any of your active managers and admins.
4. Click Create schedule.

That’s it: the report arrives by email once a month. The Balances, Leave log, Absence, Summary and Expiring carry-over tabs can all be scheduled (the payroll export can’t — payroll runs deserve a human).

Manage schedules

The same dialog lists every schedule for the current report — recipients and the next send date, with three controls each:

• Send test now — fires the email immediately so you can check it before trusting it.
• Pause / Resume — stop sends without losing the setup (paused schedules are marked).
• Delete — gone for good.

Tips

• Create separate schedules per department by setting the department filter before scheduling — each schedule remembers its own filters.
• Recipients must be managers or admins; reports carry organisation-wide data, so they follow the same access rule as the Reports page itself.
• Want a personal daily digest instead? That’s notification preferences, not scheduled reports.